+42.4%
AOSL vs VT
+419.9%
-377.6%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.1% | +3.1% |
| 7D | +2.3% | +0.4% | +1.9% | +1.6% |
| 30D | -22.6% | +1.0% | -23.5% | -23.6% |
| 3M | -49.9% | +2.4% | -52.2% | -50.2% |
| 6M | +23.4% | +12.0% | +11.4% | +9.4% |
| YTD | +27.2% | +15.3% | +11.9% | +7.9% |
| 1Y | -9.8% | +22.6% | -32.4% | -29.0% |
| 3Y | -20.5% | +74.7% | -95.2% | -58.4% |
| 5Y | -12.9% | +66.1% | -79.0% | -47.3% |
| 10Y | +16.7% | +225.0% | -208.3% | -62.8% |
| All | +42.4% | +419.9% | -377.6% | -70.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling